5 financial services businesses recently registered in Pittsford, New York.
This page lists new financial services businesses registered in Pittsford, New York. We currently track 5, sourced directly from the New York Division of Corporations and refreshed daily as new financial services companies file.
Recent additions include JQL WEALTH LLC, UPSTATE ADVISERS INC., and THE GOLD PLAN LLC. The most recent financial services filing was on Mar 5, 2026.
Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial services businesses in Pittsford, this is one of the freshest prospect lists in the market.
JQL Wealth LLC is a financial advisory firm based in Pittsford, NY, operated by Jonathan Thomas, specializing in retirement planning, tax strategies, and investment management for individuals nearing retirement. The website offers personalized advice and scheduling for consultations.
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Start Your Free Trial ›Upstate Professional Planning is a financial advisory firm located in Pittsford, NY, affiliated with LPL Financial. The website lists team members and offers financial planning services, matching the LLC's location and advisory focus.
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